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Salesforce Offline Cheatsheet

Salesforce Offline Cheatsheet

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GETTING STARTED WITH FORCECOM

CONNECT OFFLINE

Summary

Getting Started with Lightning Platform Connect Offline

Using Lightning Platform
Connect Offline you can
work on your key deals
anywhere anytimetotally
unplugged

What is Connect Offline
Connect Offline is a client application that lets you access a subset of Salesforce records using the same
browserbased interface as the online system but without an Internet connection Use Connect Offline
to view edit create and delete accounts activities contacts opportunities leads and custom object
records including relationship groups You can also add and update products and schedules on
opportunities
The subset of Salesforce records accessible in Connect Offline is referred to as a briefcase Administrators
can create briefcase configurations which are sets of parameters that determine the records available in
the briefcases of users with a specific profile Organizations can have multiple briefcase configurations
and associate each with a different set of profiles to simultaneously suit the needs of various types of
offline users For example one configuration might include leads and opportunities in the briefcases of
users with a Sales Representative profile while another configuration includes accounts and related
opportunities in the briefcases of users with an Account Executive profile Users without an assigned
briefcase configuration can configure the settings for their own Connect Offline briefcase and can manually
select the accounts the briefcase includes
When online users can synchronize their Connect Offline briefcases with Salesforce During synchronization
the changes to records in the briefcase are implemented in Salesforce and viceversa This ensures that
both Salesforce and Connect Offline have the most current records If updates to a record in the briefcase
conflict with updates to a record in Salesforce Connect Offline displays the conflict resolution tool which
allows users to easily resolve the conflict

Connect Offline System Requirements
Microsoft Internet Explorer or We dont support other browsers including Mozilla Firefox
Apple Safari and Google Chrome

Microsoft Windows Windows XP Windows Vista or Windows

Note The bit version of Internet Explorer with its Compatibility View option is required
for the bit version of these operating systems

MB of RAM MB recommended

MB of disk space minimum MB recommended depending on the size of the briefcase

Intel Pentium II processor MHz or above

Installing Connect Offline
To download and install the Connect Offline client

Last updated February

Getting Started with Forcecom Connect Offline

Logging In to Connect Offline

From your personal settings enter Connect Offline in the Quick Find box then select
Connect Offline
Click Install Now
Note You must have administrator privileges on the computer on which you install Connect
Offline
Click Yes when prompted to install and run the client
Follow the prompts in the setup wizard to complete the installation
Log in to Connect Offline to verify the installation

Logging In to Connect Offline
On your computer click Start Programs salesforcecom Connect Offline or doubleclick
the Connect Offline desktop icon
Important The first time you log into Connect Offline you must have an Internet connection
Enter your Salesforce username and password

Note If your organization restricts IP addresses logins from untrusted IPs are blocked until

theyre activated Salesforce automatically sends you an activation email that you can use to log
in The email contains a security token that you must add to the end of your password For

example if your password is mypassword and your security token is XXXXXXXXXX you

must enter mypasswordXXXXXXXXXX to log in

Select the Update tab names checkbox if you want Connect Offline to reflect any changes to
the names of fields objects and tabs in Salesforce since the last time you selected this option
Note Salesforce automatically updates your tabs the first time you log in
Select the Synchronize my data checkbox to synchronize your Connect Offline briefcase
with Salesforce
Click Login

Synchronizing Your Data
When using Connect Offline with an Internet connection you can synchronize your briefcase with
Salesforce During synchronization Connect Offline updates Salesforce to reflect any changes you made
to your briefcase records while offline Connect Offline also updates your briefcase records to reflect any
changes in Salesforce since your last synchronization This ensures that both Salesforce and Connect
Offline have the most current records
Data conflicts can occur during synchronization if a user modified an online record that you also modified
offline If updates to a record in your briefcase conflict with updates to a record in Salesforce Connect
Offline displays the Conflict Resolution tool which allows you to easily resolve the conflicts If you do not
want to resolve the conflicts at that time click Cancel to exit the Conflict Resolution tool You can return
to the Conflict Resolution tool later by clicking the link in the Errors section of the Connect Offline Home
tab

Getting Started with Forcecom Connect Offline

Manually Adding Accounts to Your Briefcase

Manually Adding Accounts to Your Briefcase
If an administrator doesnt assign a briefcase configuration to your profile click Include Offline on any
account detail page to manually add the account to your Connect Offline briefcase You can manually
add up to accounts in your briefcase
You can remove manually added accounts from your briefcase as follows
From your personal settings enter Connect Offline in the Quick Find box then select
Lightning Platform Connect Offline
Click Briefcase Setup
Select the checkbox next to the account to remove
Click Remove from Briefcase

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